About Philip T. Purpura, CFP®

Experience That Looks at the Whole Financial Picture.

Comprehensive planning for retirement, wealth and legacy.

Your financial life is more than an investment portfolio. Philip helps bring retirement, investments, taxes, benefits, estate planning and risk management together around the life you're working to build.

Philip T. Purpura, CFP® VP & Senior Wealth Manager Bridge Wealth Strategies, a dba of Mayflower Advisors
Philip T. Purpura, CFP®
Your Advisor

Philip T. Purpura, CFP®

VP & Senior Wealth Manager
Bridge Wealth Strategies, a dba of Mayflower Advisors

Philip is an Independent wealth/life insurance advisor. He is continually living his core values of family first, fostering people relationships, and providing financial purposefulness to his clients.

A Fee-Based Independent Financial Advisor and Certified Financial Planner® professional for more than 35 years, Philip's objective is to make a difference in the lives of the clients he touches. With experience in corporate, retail, financial, and retirement planning, he provides fee-based services and develops strategies derived from unique individual circumstances, risk tolerance, and goals.

And he's backed by the knowledge, affiliations, and accreditation of a seasoned financial veteran.

A graduate of Adelphi University with a Bachelor of Science degree, Philip continued his studies to attain his CFP® professional designation as well as Series 65 Registered Investment Advisor Representative.

He's a past board member of Life Services of the Handicapped, Inc., Disabled and Alone, a non-profit organization that helps families provide a secure future for their loved ones with a disability. He also participated with the National Association of Learning Disabilities and has been a trusted advisor to high net worth clients and their families.

In his leisure, Philip enjoys golfing, fishing, traveling, reading—and spending time with his wife Judy, two children, and three grandchildren.

35+ Years Financial services and planning experience
CFP® Comprehensive financial planning perspective
Series 65 Registered Investment Advisor Representative
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Who We Serve

Financial planning built around real life.

Philip works with people who want more than investment management. The goal is to understand the complete financial picture and help the different pieces work together.

01

Individuals & Families

Coordinate financial decisions around the people, priorities and goals that matter most.

02

Pre-Retirees & Retirees

Bring retirement income, investments, taxes, Social Security and legacy decisions into one plan.

03

Federal Employees

Coordinate Federal benefits with the rest of your retirement and financial strategy.

Comprehensive Planning, Supported by Specialists

A Network of Trusted Professionals

Comprehensive planning can involve more than one area of expertise. Philip works with a network of professionals whose experience spans estate planning, tax mitigation, trusts, asset protection, insurance, implementation and other specialized areas.

Philip T. Purpura professional network
Strategic Partners

Meet the Professionals Behind the Network

Select a name below to learn more about the professionals who contribute specialized knowledge and experience to the broader planning network.

Carter Wilcoxson

Carter Wilcoxson

Founder and CEO of ePIC Services Company

For nearly two decades, Carter has assisted top advisors in providing safe retirement solutions, bringing access to a network of industry professionals, and supporting their many clients.

His personal experience with the “average” households seeking to protect their savings has driven him to identify unmet needs in the financial industry. Carter noticed a gap between those with a solid retirement plan and those at risk of outliving their savings or having their legacy mismanaged.

To address this, he collaborated with leading experts to create the three E's: Educate, Enlighten, and Empower. This led to the development of cloud-based Estate Planning software combined with his unique process, offering a much-needed solution.

Carter and his team now connect consumers with the necessary financial professionals and education through the eStatePlan™ Portfolio. This innovative solution helps people avoid costly legal fees using the OEPT (Outsourced Estate Planning Team) for comprehensive estate and legacy planning support.

Carter is also the ambassador of Legacy Stories and is leading the charge of The Living Legacy Project, which helps his network of independent advisors provide the necessary process to document their extensive lives. Philip T. Purpura, CFP® is one such Financial Professional.

Rick Bailey

Rick Bailey

CEO | Advanced Planning Consultant

Camas helps advisors bring one of the most valuable—but often overlooked—conversations to their clients: protecting wealth, businesses, and families from unforeseen risks.

Too often, clients turn to “quick fixes” that fail. Camas instead equips advisors with proven solutions—insurance, irrevocable trusts, proper business entities, exempt assets, and clear asset segregation—to provide real, lasting protection.

With a simple process of inventory, risk assessment, layered protections, and regular reviews, clients gain peace of mind knowing their legacies are secure.

Asset protection isn't just for the ultra-wealthy—it's essential for anyone who wants to safeguard what they've built. Camas is here to support advisors with resources and strategies to help clients achieve lasting security.

Greg Crawford

Greg Crawford

CEO, TEP

Greg is a globally recognized leader in the Nevada trust industry. Prior to founding Crawford Trust Company, Greg spent nearly two decades leading a trust company in Reno, Nevada. He carries over two decades of experience working with lawyers, advisors, and institutions implementing estate and asset protection plans for multi-generational American and international families.

Greg is a regular speaker on the benefits and advantages of Nevada trust situs at American law schools and international estate planning conferences. Publications such as The Wall Street Journal, The New York Times, and The Financial Times of London regularly quote Greg. Additionally, Greg has appeared as an on-air expert on CNBC, Bloomberg Television, and ABC World News Tonight.

A native of Menlo Park, California, Greg is a TEP and holds a B.A. from the University of California, Davis, and an M.H.A. from the University of Minnesota.

Scott Johnson

Scott Johnson

Tax Mitigation Specialist

Scott has spent 39 years in financial services helping professionals create more efficient, balanced lives. After roles at firms like E.F. Hutton and in areas ranging from real estate to hedge funds, his passion led him to focus on serving CPAs.

He co-founded Financial Resource Network to help professionals reduce overwhelm and prioritize what matters most—family, faith, and community. Rather than work with hundreds of clients, Scott partners closely with a select few to make a lasting impact. A devoted husband and father of three, he lives what he teaches—being present for life's most important moments.

Greg Agnos

Greg Agnos

ePIC Services Company

Greg started his financial services career in 1987 as a floor broker at the Chicago Board of Trade and Chicago Mercantile Exchange.

He's a former speaker and trainer for hundreds of companies throughout the country, working with advisors from Primerica Financial Services, New York Life, and Prudential to name a few.

He now specializes in Estate Planning and Business Development for ePIC Services Company. He was a member of the 1984 Rose Bowl team for University of Illinois Fighting Illini. As an athlete, Greg spends his free time staying fit, enjoying the outdoors, and traveling.

Ciara Lister, Esq.

Ciara Lister, Esq.

Network Attorney

As a network attorney for eStatePlan™ Ciara Lister believes in three key pillars: planning, preparation, and prevention. A full-scholarship graduate of Ave Maria School of Law in Naples, Fla., Lister began her law career as a Commercial Insurance Litigator in Boca Raton.

She began seeing clients and her close friends struggle with the negative effects of probate proceedings, from dwindling inheritances to families destroyed by battles over money. This motivated her to change her focus to Estate Planning so she could help people avoid these issues before it was too late, rather than perform legal triage when the damage to families and their legacies had already been done.

Holly Halweg

Holly Halweg

Onboarding Specialist

Holly Halweg is the Onboarding Specialist at ePIC Services Company. Married to a financial advisor, she understands the needs of individuals and families planning for retirement, dealing with tax matters, and estate planning.

As parents of a child with special needs, Holly and her husband engaged in volunteer work at their son's preschool, designed for children with physical and developmental issues, including those on the autism spectrum.

Originally from Hastings-on-Hudson, NY. Holly attended the University of TX in Austin, initiating her career in the group medical insurance sector. Following marriage, she relocated to the San Francisco Bay area in California, and her family now resides in Boise, Idaho.

Aileen Castillo

Aileen Castillo

Onboarding Specialist

Aileen Castillo is a dedicated professional with over two years of experience in the financial services industry through her work with GFI. She currently serves with ePIC Services Company, where she supports advisors and clients with organization, efficiency, and a strong attention to detail.

Prior to joining ePIC Services, Aileen worked as a Licensing Coordinator with Fusion, managing licensing and compliance requirements and assisting with advisor onboarding. She holds both a Health & Life Insurance License and a Cosmetology License, reflecting her diverse background and commitment to serving others.

Aileen is a native of Illinois, born and raised, and values integrity, consistency, and dependable service in all she does. Outside of work, she enjoys hiking, spending time outdoors, and caring for her dogs.

Annette Cannon

Annette Cannon

Onboarding Specialist

Annette is an experienced office management professional skilled in overseeing daily operations to ensure a smooth and efficient workplace. She is known for strong organizational abilities, a proactive approach, and a commitment to supporting both team members and clients.

She brings an outgoing personality and a genuine passion for helping others, consistently contributing to positive outcomes and a productive office environment.

Annette is an outgoing and people-focused individual who enjoys creating positive experiences for others, both professionally and personally. Outside of work, she loves reading, spending time with friends and family, and exploring new adventures. She values meaningful connections and making the most out of every opportunity to learn and grow.

Why Work With Philip

Comprehensive planning. Personal guidance. A clear direction.

The goal isn't to manage one account in isolation. It's to understand how the different parts of your financial life affect one another and help you make decisions with greater clarity.

Comprehensive, Not Siloed

Retirement, investments, taxes, benefits, insurance and legacy planning are considered as connected parts of the same financial picture.

Clear, Purposeful Strategies

Complex financial decisions are organized into a plan designed around your goals and circumstances.

Personal Relationships

Planning starts with understanding your family, priorities, values and what you want retirement to mean.

Experienced Perspective

More than 35 years of financial services and planning experience inform Philip's approach to helping clients.

Specialized Support

When additional expertise is needed, Philip can work alongside professionals across specialized planning areas.

A Plan That Can Evolve

Financial planning is an ongoing process that can adapt as your life, goals and circumstances change.

Your Next Step

Ready to Put the Pieces of Your Financial Life Together?

A conversation with Philip can help you better understand where you are today, where you want to go, and how the different parts of your financial life can work together to help you get there.

Schedule a Conversation

Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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Contact Info

  • 516-652-8561

  • 68 S. Service Road, Melville, NY 11747

68 S Service Rd, Melville, NY 11747, USA

Mayflower Financial Advisors, LLC (dba Mayflower Advisors, "Mayflower") is an SEC registered investment adviser with its principal place of business in Boston, Massachusetts. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Mayflower Advisors, a Registered Investment Advisor. Private Client Services and Mayflower Advisors are unaffiliated entities. A copy of Mayflower's current written disclosure statement as set forth on Form ADV, discussing Mayflower's business operations, services and fees is available upon written request or by visiting the SEC's website at http://www.adviserinfo.sec.gov. Member FINRA (https://www.finra.org) / SIPC (https://www.sipc.org). Obtain more information about our firm and its financial professionals at FINRA's BrokerCheck: https://brokercheck.finra.org.

Access Mayflower's Form CRS

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Online Privacy Statement

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

Bridge Wealth Strategies Inc. is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation.

Bridge Wealth Strategies Inc. does not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.

Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.

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